1615人民币(1615人民币大写)

币圈行情阅读 3 2023-04-23 21:30:38

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Hi everyone. I’m Stephanie LI.

大家好，我是主持人李莹亮。

Coming up on today’s program.

重点提要

- Chinese EV makers unveil impressive March deliveries;

- Shenzhen’s market entities hit 4 million.

Here’s what you need to know about China in the past 24 hours

中国经济要闻

Chinese electric vehicle manufacturers have recently reported their delivery volumes for March, most on track to hit their delivery expectations for the first quarter of this year.

Shenzhen-headquartered auto maker BYD sold 207,080 vehicles in March, a figure that represented year-on-year growth of 97.4 percent. Of the total sales 206,000 units were pure electric vehicles, while 991 units were commercial vehicles. And the cumulative new energy vehicles sales in the first three months of this year rose 92.8 percent to 552,000 units. BYD also sold a total of 13,312 new energy passenger vehicles overseas in March.

GAC AION, a subsidiary of the state-owned automaker GAC Group, delivered 40,016 new vehicles. This marks an increase of 97 percent year-on-year and 33 percent month-on-month. It is also the first time that monthly deliveries have exceeded 40,000 units.

Li Auto delivered about 20,800 new vehicles last month, up 25.3 percent month-on-month, marking another month of surpassing the 20,000 vehicle delivery milestone. This represents an impressive year-on-year growth rate of 88.7 percent. The company's cumulative delivery volume as of the end of March was nearly 310,000 units.

Nio announced that it delivered 10,400 units last month, which increased by 3.9 percent on a yearly basis but down 14.6 percent compared to the previous month. Meanwhile, Zeekr – an auto brand under Geely – delivered 6,663 new cars in March, up 271 percent yearly and 22 percent monthly. Xpeng delivered 7,002 new cars last month, with a month-on-month growth rate of 17 percent, while Leapmotor sold 6,172 cars, down 39 percent compared to the same period last year.

New energy vehicles in China will command 90 percent of the auto market by 2030, said Wang Qing, deputy director at the Development Research Center of the State Council yesterday at the annual China EV 100 Forum in Beijing. Wang expects sales of NEVs to total around 17 million units by 2025 and 32 million units by 2030.

At the same forum, Xin Guobin, vice-minister of industry and information technology, said the auto industry is "global in nature" and the NEV sector requires more cross-regional and cross-industry cooperation, vowing to stick to the principle of open and win-win cooperation to build a market-oriented, law-based and international business environment.

International carmakers are speeding up their efforts in the Chinese market, as BYD outsold Volkswagen-branded cars to be the best-selling passenger car brand in China in February.

A senior executive of Volkswagen China said at the forum the company is planning to invest 15 billion euros in China on electric mobility together with its three joint ventures by 2024. Volkswagen plans to increase the number of charging posts in China for electric vehicles to 17,000 by 2025.

Also, German premium carmaker BMW said it will present the biggest-ever lineup of NEVs at the Shanghai auto show in April. This year, it will offer 11 electric models in China, its largest market worldwide.

进入4月，多家新能源车企都发布了3月新车销售情况。

新势力车企3月的交付数据比上个月有所增长，其中埃安、理想、极氪、深蓝等增长幅度较大，其余几家增幅较小。其中，广汽埃安销量突破4万辆，理想汽车的单月交付再次突破了2万辆。

业内人士指出，3月汽车行业掀起激烈“价格战”，燃油车大幅降价对新能源车造成了一定市场挤压。但从目前公布数据来看，广汽埃安、理想汽车等头部新能源品牌销量保持了高增速，各品牌差距逐渐拉大。

比亚迪继续领跑。4月2日比亚迪公告，3月新能源汽车销量20.7080万辆；前3月新能源汽车销量55.2076万辆，同比增长92.81%。3月海外销售新能源乘用车合计13312辆。3月新能源汽车动力电池及储能电池装机总量约为9.891GWh，2023年累计装机总量约为26.991GWh。

特斯拉当地时间4月2日公布，第一季度交付电动汽车42.29万辆，环比增长4%，同比增长36%，创下历史新高，略高于市场预期。

4月1日，埃安品牌发布3月销量数据，达到40016辆，同比增长97%，环比增长33%。1-3月累计销量80308辆，同比增长79%。第一季度的销量超过了8万辆成绩。

同日，理想汽车发布了3月新车交付成绩，共交付新车20823辆，同比增长88.7%，再次实现月交付突破2万辆，也是今年来首次突破2万辆。理想汽车CEO李想曾经预估理想汽车第一季度交付量要达到5.2-5.5万辆之间。目前来看，1-3月份，理想汽车累计交付量为52584辆，同比增长65.8%。

3月，蔚来汽车共交付新车10378辆，同比增长3.9%，其中SUV交付3203辆，轿车交付7175辆。1-3月累计交付新车31041辆，同比增长20.5%，截至目前，蔚来累计交付新车320597万辆。

小鹏汽车交付7002辆新车，环比增长17%。小鹏汽车表示，随着明星车型P7i上市和快速开启交付，3月P7车型总交付3030辆，环比增长32%。吉利集团旗下极氪品牌3月共交付6663辆新车，同比增长271%，环比增长22%，累计交付93182辆。其中，极氪009的平均订单金额为52.7万元，3月交付超过2000量，领跑豪华纯电MPV市场。

3月31日-4月2日，中国电动汽车百人会论坛（2023）在北京召开，国务院发展研究中心市场经济研究所副所长王青在论坛上预计，2025年我国新能源汽车销量会达到1700万辆左右，到2030年市场占有率会突破90%。

王青指出，从目前发展阶段来看，新能源汽车的新增效应比替代效应要大，但是随着电池技术的突破和下一步配套体系的完善，替代效应会逐渐突显出来，并且不断增强。“新能源汽车对燃油车的替代效应在2025年将达到60%，到了2030年突破94%。预计到2027年将一直处于快速替代阶段。”王青判断。

全国乘用车市场信息联席会秘书长崔东树在论坛上表示，2023年的经济发展要靠车市推动，城市汽车消费未来将以增换购为主，高端化将成为发展的重要推动力。崔东树预测，2023年新能源乘用车销量将达到850万辆，实现30%左右的增长，呈现增速逐步放缓、出口增长较强的态势，他还预计中国汽车产销未来必然会突破4000万辆。

工业和信息化部党组成员、副部长辛国斌则表示，发展新能源是我国从汽车大国迈向汽车强国的必由之路，要深化新能源汽车产业交流合作，让创新科技发展成果更好地造福世界各国人民。

“汽车产业具有典型的国际化特征，新能源汽车更需要跨区域、跨行业的协作，我们将一如既往坚持开放、合作、共赢原则，打造市场化、法治化、国际化营商环境，加强与各国在新能源汽车技术创新、贸易投资、标准法规等领域的交流合作，为推进中国汽车产业现代化贡献积极力量，为世界经济复苏注入新的动力。”辛国斌指出。

Greater Bay Area, Greater future

新使命，大未来

The number of business entities in Shenzhen has exceeded 4 million as of the end of March, up by 4.61 percent year-on-year in a leap for local economic rebound after the optimization of the country's pandemic response measures, the Shenzhen Administration for Market Regulation announced on Sunday. In the first quarter, the number of newly added individual businesses rose by 45.1 percent year-on-year, data showed. The proportion of individual businesses as part of the total stood at 37.73 percent now, with the number surpassing 1.51 million.
深圳市场主体突破400万：近日，深圳市市场监管局消息，截止2023年3月底，深圳市市场主体突破400万户，同比增长4.61%，实现历史性跨越。其中，企业249.37万户，占商事主体总量的62.26%，同比增长2.74%；个体户151.14万户，占全市商事主体总量的37.74%，同比增长7.86%。

Next on industry and company news

产业及公司新闻

China launched a national big data platform for the entire rice industry chain on Sunday, the first of its kind in the country, aiming to promote the digitization and information construction of the sector. The platform focuses on the generation, collection, storage, processing, analysis and service of rice industry data to open up the whole industry chain of production, storage, marketing, trade, consumption, and science and technology.
国家水稻全产业链大数据平台上线：据4月2日举行的2023中国种子大会暨南繁硅谷论坛水稻产业链发展分论坛消息，国家水稻全产业链大数据平台全面上线。据介绍，国家水稻全产业链大数据平台由农业农村部基本建设项目支持、中国水稻研究所牵头建设，也是国内首个聚焦水稻产业数据生成、采集、存储、加工、分析、服务，打通水稻生产、储备、市场、贸易、消费、科技全产业链，构建一个数据中心的水稻全产业链大数据应用服务平台。
A number of Bilibili's content creators are reportedly ceasing updates amid declining incomes from the Chinese online video community, which has been the top trending topic on Weibo since yesterday. Several uploaders complained Bilibili changed the mechanism of how the creators earn money on the platform, which would decrease their earnings between 30 and 50 percent or in extreme cases by up to 80 percent, while they would still need to spend more to create high-quality videos or pay their teams. Meanwhile, Bilibili reported its net loss widened 10.4 percent last year over the previous year to 7.5 billion yuan, partly due to higher costs for revenue-sharing and content. Bilibili's revenue-sharing and content costs rose by 17.9 percent to 9.1 billion yuan last year, while the number of monthly active content creators jumped 45 percent to 3.7 million.
B站“UP主停更潮”冲上热搜：4月2日，一则关于B站UP主发起停更潮的消息冲上微博热搜，并引发网友热议。据媒体报道，近日，两位百万粉丝UP主接连宣布停更，也有用户发现很多UP主宣布停止更新，大部分UP主表示平台收益减少、收支难以平衡是停更的主要原因。据悉，去年以来，B站多次变更UP主创作激励规则，大量UP主在社交平台反馈称收入减少，甚至有UP主称收入最高减少了90%。值得一提的是，B站近期发布的财报显示，2022年B站净亏损为75亿元，较2021年68亿元扩大约10%。而B站2022年给up主的激励/分成，达到91亿元，同样增长18%。

Earnings reports express

财报速递

Huawei Technologies’ net profit slumped 69 percent last year, mainly because of declining revenue from smart devices and surging research and development expenses. But annual revenue at the Chinese telecoms giant rose. Net profit was 35.6 billion yuan, versus 113.7 billion yuan a year before, the firm said in its latest earnings report. Revenue edged up 0.9 percent to 642.3 billion yuan. Revenue from smart devices fell 11 percent to 214.5 billion yuan, accounting for only 38.2 percent of Huawei’s total last year, compared with a ratio of over 50 percent in 2021. The company invested 161.5 million yuan in R&D last year, accounting for one-fourth of its annual revenue.
华为2022年总营收6423亿元：3月31日下午，华为发布2022年年度报告。报告显示，华为整体经营平稳，实现全球销售收入6423亿人民币，同比增长0.9%，净利润356亿人民币，净利润率5.5%。面向未来，华为持续加大研发投入，2022年研发投入达到1615亿人民币，占全年收入的25.1%，十年累计投入的研发费用超过9773亿人民币。首席财务官孟晚舟表示：“2022年，经营依然面临较大压力，总体而言，经营业绩符合预期。2022年末，华为的资产负债率为58.9%，净现金余额1763亿元，近万亿的总资产规模中，现金、短期投资、运营资产等高流动性资产构成了资产的主体部分，财务状况持续稳健，具有较强的韧性与弹性。2022年，研发费用总额为1615亿人民币，研发费用率25.1%，处于历史高位。面向未来，我们有压力，更有信心。”
All the six biggest Chinese state-owned banks saw their net profits grow last year, along with their non-performing loans. Industrial and Commercial Bank of China grew its net profit by 3.5 percent to 360.5 billion yuan last year. Its business revenue dropped 2.6 percent year on year during the period. By the end of 2022, its non-performing loan ratio stood at 1.38 percent, down 0.04 percentage points from the end of 2021. Bank of China's 2022 profit went up by 5 percent to 227.4 billion yuan. NPL rose 22.9 billion yuan to 231.7 billion yuan, but the NPL ratio slid by 1 basis point to 1.32 percent. Agricultural Bank of China posted a 7.4 percent rise in profit to 259.1 billion yuan. NPL surged by 10.3 percent to 271.1 billion yuan and the NPL ratio dropped by 6 basis points to 1.37 percent. Bank of Communications’ net income was up by 5.2 percent to 92.1 billion yuan. NPL rose 1.8 percent to 98.5 billion yuan, but the NPL ratio edged down 13 basis points to 1.35 percent. China Construction Bank’s earnings increased 7 percent to 323.86 billion yuan, while its NPL ration stood at 1.38 percent. Postal Savings Bank of China's profit last year advanced by 11.89 percent to 85.36 billion yuan and the NPL ratio rose 2 basis points to 0.84 percent.
六大行去年净利1.35万亿：2022年六大行年报披露完毕，合计实现营业收入3.69万亿元，同比增长0.29%；实现归母净利润1.35万亿元，同比增长5.97%。与2021年相比，六大行整体营收及净利增速均出现下滑。其中，工商银行、建设银行2022年营业收入增速为负，分别为-2.6%、-0.22%，2021年分别为6.81%、9.05%；邮储银行营业收入增速最高，为5.08%，但也较2021年的11.38%下降超过6个百分点。资产质量方面则大体稳定。截至2022年末，六大行不良贷款余额共计12759.96亿元，较2021年末增加1124.41亿元。除邮储银行外，其他五家大行不良率均出现下行，但邮储银行不良率在六大行中仍最低，为0.84%；工行、建行相对较高，均为1.38%。基金理财的大幅波动也深刻影响了六大行的中间业务收入。2022年，六家大行手续费及佣金净收入增速齐降，工商银行、建设银行、交通银行、中国银行甚至出现了下降。

Switching gears to financial news

金融市场消息

Citic Pacific Special Steel Group, the world’s largest special steel manufacturing group, has become the ultimate controller of Nanjing Iron & Steel United, although the latter’s No. 1 shareholder Fosun International had previously agreed to sell its entire stake to Jiangsu Shagang Group, China’s biggest private steelmaker. Citic Pacific Special Steel injected 13.6 billion yuan into Nanjing Iron & Steel United’s shareholder Nanjing Iron & Steel Group through its unit Hubei Xinyegang Steel, which now holds 55.3 percent of Nanjing Iron & Steel Group, the steelmaker said late Sunday.
中信泰富“截胡”沙钢收购南钢：4月2日晚间，复星国际发布了计划出售南京南钢钢铁联合有限公司60%股权的进展公告，称南钢集团决定行使优先购买权，复星已与南钢集团签订协议，向其出售南京南钢60%的股权，同时将终止与沙钢集团关于南京南钢股权的交易。根据南钢股份当晚发布的公告，中信泰富特钢集团通过旗下的新冶钢增资南钢集团，成为后者的控股股东，增资价格正好是南钢集团要从复星购买南京南钢股权的价格。

Wrapping up with a quick look at the stock market

股市收盘情况

Chinese stocks closed higher on Monday with total turnover hitting 1.25 trillion yuan, the biggest so far in 2023. The benchmark Shanghai Composite rose 0.7 percent and the Shenzhen Component jumped 1.4 percent, while Hong Kong shares closed marginally higher to reverse a dip in the morning session.
A股走高港股微涨：周一A股大盘全天高开高走，创业板指放量大涨。截至收盘，沪指涨0.72%，深成指涨1.39%，创业板指涨1.7%。两市股票呈现涨多跌少的态势，超3200只股票上涨。沪深两市全天成交额12530亿元，较上一交易日扩大2997亿元，创年内新高。北向资金全天净买入5.79亿元，连续5日净买入。港股午后翻红，恒指涨0.04%，恒生科技指数午后拉升微跌0.03%。

Biz Word of the Day

财经词汇划重点

The nonperforming loan ratio, better known as the NPL ratio, is the ratio of the amount of nonperforming loans in a bank's loan portfolio to the total amount of outstanding loans the bank holds. The NPL ratio measures the effectiveness of a bank in receiving repayments on its loans. When a borrower has not made regular payments for at least 90 days, the loan is considered a nonperforming loan, or NPL.
不良贷款率指金融机构不良贷款占总贷款余额的比重。不良贷款是指出现违约的贷款。一般而言，借款人若拖延还本付息达三个月之久，贷款即会被视为不良贷款。不良贷款分为逾期贷款、呆滞贷款和呆账贷款。把不良贷款减少到最低限度，是商业银行风险管理的首要目标。